Delete a Dues and Fees Item

Deleting a Dues and Fees item permanently removes it, including any invoices it has already generated. An item must be deactivated first before it can be deleted — you can’t delete an active item directly.

Steps

1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Dues & Fees tab.
3. Find the item you want to delete and click the Edit (pencil) icon in the ACTIONS column.
4. In the EDIT DUES TIER window, set Would you like to activate this Dues Tier? to No.
5. Click through the remaining steps of the window and click Save.
6. Turn on the Show Inactive Dues toggle switch above the item list.
7. Find the now-inactive item. A Delete (trash can) icon now appears next to its Edit and View Summary icons.
8. Click the Delete icon.
9. In the DELETE DUE? window, click Remove to confirm.

Note: Deleting a due prevents future invoices from being generated and deletes any existing invoices already created for it. This action can’t be undone.

To close the DELETE DUE? window without deleting, click Cancel or the X in the top right corner.